Civic Intelligence

Seiu Local 105 Health and Welfare Trust Fund

990 • Fiscal year 2013 • EIN 27-1372825

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 03, 2014

Organization ProfileN/A

View Organization Page

7600 SW Mohawk StSuite97062

(800) 654-4411

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

73rd percentile

0.16x

Higher debt load relative to assets than 73% of similar nonprofits.

2013 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

68th percentile

0.08x

Higher debt load relative to revenue than 68% of similar nonprofits.

2013 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2013

Net Margin

59th percentile

5.4%

Higher net margin than 59% of similar nonprofits.

2013 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2013

Asset Growth

70th percentile

13%

Faster asset growth than 70% of similar nonprofits.

2013 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$1,566,684

Up $180,971 (+13%) from 2012

Net Assets

Up

$1,310,247

Up $172,669 (+15%) from 2012

Liabilities

Up

$256,437

Up $8,302 (+3.3%) from 2012

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin59th percentile

Revenue

$3,280,740

No earlier filing loaded for comparison.

Expenses

Up

$3,102,922

Up $211,633 (+7.3%) from 2012

Net Income

$177,818

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,381,643Liabilities 2011: $230,626Net Assets 2011: $1,151,0172011Assets 2012: $1,385,713Liabilities 2012: $248,135Net Assets 2012: $1,137,5782012Assets 2013: $1,566,684Liabilities 2013: $256,437Net Assets 2013: $1,310,2472013Assets 2014: $1,861,820Liabilities 2014: $293,204Net Assets 2014: $1,568,6162014Assets 2015: $1,967,182Liabilities 2015: $264,501Net Assets 2015: $1,702,6812015Assets 2016: $2,263,923Liabilities 2016: $310,973Net Assets 2016: $1,952,9502016Assets 2017: $2,683,235Liabilities 2017: $303,416Net Assets 2017: $2,379,8192017Assets 2018: $3,055,752Liabilities 2018: $393,559Net Assets 2018: $2,662,1932018Assets 2019: $3,148,245Liabilities 2019: $417,095Net Assets 2019: $2,731,1502019Assets 2020: $2,846,099Liabilities 2020: $464,695Net Assets 2020: $2,381,4042020Assets 2021: $2,225,307Liabilities 2021: $464,673Net Assets 2021: $1,760,6342021Assets 2022: $1,273,910Liabilities 2022: $449,780Net Assets 2022: $824,1302022Assets 2023: $919,306Liabilities 2023: $426,635Net Assets 2023: $492,6712023Assets 2024: $1,654,418Liabilities 2024: $472,896Net Assets 2024: $1,181,5222024

Highlighted filing

2013

Assets$1,566,684
Liabilities$256,437
Net Assets$1,310,247
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $2,992,8242011Expenses 2012: $2,891,2892012Revenue 2013: $3,280,740Expenses 2013: $3,102,922Net Income 2013: $177,8182013Revenue 2014: $3,386,779Expenses 2014: $3,124,621Net Income 2014: $262,1582014Revenue 2015: $3,542,906Expenses 2015: $3,385,174Net Income 2015: $157,7322015Revenue 2016: $3,860,007Expenses 2016: $3,606,339Net Income 2016: $253,6682016Revenue 2017: $4,233,030Expenses 2017: $3,812,041Net Income 2017: $420,9892017Revenue 2018: $4,545,698Expenses 2018: $4,250,324Net Income 2018: $295,3742018Revenue 2019: $4,898,697Expenses 2019: $4,885,425Net Income 2019: $13,2722019Revenue 2020: $5,012,525Expenses 2020: $5,386,142Net Income 2020: -$373,6172020Revenue 2021: $5,181,805Expenses 2021: $5,779,208Net Income 2021: -$597,4032021Revenue 2022: $4,884,500Expenses 2022: $5,741,961Net Income 2022: -$857,4612022Revenue 2023: $4,947,394Expenses 2023: $5,326,216Net Income 2023: -$378,8222023Revenue 2024: $5,250,802Expenses 2024: $4,575,612Net Income 2024: $675,1902024

Highlighted filing

2013

Revenue$3,280,740
Expenses$3,102,922
Net Income$177,818
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Oct 3, 2014
Return Version
2013v3.1
Gross Receipts
$3,702,200
Mission and Program Overview

Mission

To provide medical and prescription benefits to participants on whose behalf employers contribute to the plan in accordance with their collective bargaining agreement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,137,578$1,310,247▲ $172,669
Investments in Publicly Traded Securities$767,490$763,936▼ $3,554
Cash and Non-Interest-Bearing Accounts$353,706$306,758▼ $46,948
Prepaid Expenses and Deferred Charges$1,022$257,175▲ $256,153
Savings and Temporary Cash Investments$183,383$155,747▼ $27,636
Accounts Receivable$80,112$83,068▲ $2,956
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$1,385,713$1,566,684▲ $180,971
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$242,305$251,045▲ $8,740
Accounts Payable and Accrued Expenses$5,830$5,392▼ $438
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$248,135$256,437▲ $8,302
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,137,578$1,310,247▲ $172,669
Total Liabilities and Net Assets / Fund Balance$1,385,713$1,566,684▲ $180,971
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Abby BrownTrustee
Bill BorgerTrustee
Pedro CarilloTrustee
Ron RuggieroTrustee
Stephen LarsonTrustee
Troy CokerTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,268,317
Investment Income
$12,423
Other Revenue
$0
Change in Net Assets
$177,818

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,280,740
Revenue Not Reported on Form 990
$-5,149
Total Revenue per Audited Statements
$3,275,591
Total Revenue per Form 990
$3,280,740
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$197,688
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$2,905,234
Fees for Services Management---$80,579
Fees for Services Accounting---$44,331
Fees for Services Legal---$26,116
Fees for Services Other---$23,000
Office Expenses---$13,961
Insurance---$6,237
Fees for Service Investment Mgmnt Fees---$3,464
Total Functional Expenses$0$0$0$3,102,922

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,102,922
Total Expenses per Audited Statements$3,102,922
Total Expenses per Form 990$3,102,922
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Premiums Payable$251,045
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

PART VI, LINE 3:

“The plan administrator, associated third party administrators, handles all daily transactions for the plan, which includes accounting, enrollment, eligibility and participant customer service. Part vi, line 8b: the plan does not have any committees with authority to act on behalf of the government body. Part vi, line 11b: form 990 was reviewed by the administrative office prior to filing. Any unusual items were brought to the trustees attention prior to filing. Part vi, line 12c: trustees are required to notify the trust of any changes in their interests that could give rise to conflict. Part vi, line 19: the trust document, conflict of interest policy and financial statements are maintained in the trusts' office and are available upon request. Part vii, column (e): compensation paid to trustees by their employers is properly reported on the employer annual tax filings. Please contact the administrative office if you have any questions.”

Filing and Contact Details

Filer

EIN
27-1372825
In Care Of
% PATI PIRO-BOSLEY
Phone
8006544411

Signing Officer

Name
pati piro-bosley
Title
Administrative Manager
Phone
8006544411
Signed
2014-10-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bill Borger
Formed
2009
Legal Domicile
Co
Voting Board Members
6
Independent Board Members
0
Employees
0

Preparer

Preparer
Miller Kaplan Arase Llp
Phone
8006544411
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The Plan has adopted guidance on accounting for uncertainty in income taxes issued by the Financial Accounting Standards Board. The Plan administrator believes that the Plan has taken no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of this guidance. Certain information returns are subject to examination by authorities.”

Raw XML Appendix380 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/RoyaltiesGrp/TotalAmt00
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt0183383
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0155747
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IRS990ScheduleD/ExpensesSubtotalAmt03102922
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0251045
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PREMIUMS PAYABLE
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Plan has adopted guidance on accounting for uncertainty in income taxes issued by the Financial Accounting Standards Board. The Plan administrator believes that the Plan has taken no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of this guidance. Certain information returns are subject to examination by authorities.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine10INFO AT TRUST OFF & IS AVAIL UPON REQ
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine10INFO AT TRUST OFF & IS AVAIL UPON REQ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10INFO AT TRUST OFF & IS AVAIL UPON REQ
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IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01385713
IRS990/TotalAssetsEOYAmt01566684
IRS990/TotalAssetsGrp/BOYAmt01385713
IRS990/TotalAssetsGrp/EOYAmt01566684
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IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt0256437
IRS990/TotalLiabilitiesGrp/BOYAmt0248135
IRS990/TotalLiabilitiesGrp/EOYAmt0256437
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IRS990/TotalOtherCompensationAmt00
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IRS990/TotalRevenueGrp/ExclusionAmt012423
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03268317
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IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
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IRS990/USAddress/City0TUALATIN
IRS990/USAddress/State0OR
IRS990/USAddress/ZIPCode097062
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0pati piro-bosley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Administrative Manager
ReturnHeader/BusinessOfficerGrp/PhoneNum08006544411
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-03
ReturnHeader/Filer/BusinessName/BusinessNameLine10SEIU LOCAL 105 HEALTH AND WELFARE TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0SEIU
ReturnHeader/Filer/EIN0271372825
ReturnHeader/Filer/InCareOfNm0% PATI PIRO-BOSLEY
ReturnHeader/Filer/PhoneNum08006544411
ReturnHeader/Filer/USAddress/AddressLine107600 SW MOHAWK ST
ReturnHeader/Filer/USAddress/AddressLine20Suite
ReturnHeader/Filer/USAddress/City0TUALATIN
ReturnHeader/Filer/USAddress/State0OR
ReturnHeader/Filer/USAddress/ZIPCode097062
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10MILLER KAPLAN ARASE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine104123 LANKERSHIM BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0NORTH HOLLYWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0916022828
ReturnHeader/PreparerPersonGrp/PhoneNum08006544411
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MILLER KAPLAN ARASE LLP
ReturnHeader/ReturnTs02014-10-03T18:24:35-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,566,684
Liabilities
$256,437
Net assets
$1,310,247
Revenue
$3,280,740
Expenses
$3,102,922
Net income
$177,818
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.65$0.47$1.18$5.25$4.58$0.68
2023Detailed filing. Detailed filing data is available for this year.$0.92$0.43$0.49$4.95$5.33$0.38
2022Detailed filing. Detailed filing data is available for this year.$1.27$0.45$0.82$4.88$5.74$0.86
2021Detailed filing. Detailed filing data is available for this year.$2.23$0.46$1.76$5.18$5.78$0.60
2020Detailed filing. Detailed filing data is available for this year.$2.85$0.46$2.38$5.01$5.39$0.37
2019Detailed filing. Detailed filing data is available for this year.$3.15$0.42$2.73$4.90$4.89$0.01
2018Detailed filing. Detailed filing data is available for this year.$3.06$0.39$2.66$4.55$4.25$0.30
2017Detailed filing. Detailed filing data is available for this year.$2.68$0.30$2.38$4.23$3.81$0.42
2016Detailed filing. Detailed filing data is available for this year.$2.26$0.31$1.95$3.86$3.61$0.25
2015Detailed filing. Detailed filing data is available for this year.$1.97$0.26$1.70$3.54$3.39$0.16
2014Detailed filing. Detailed filing data is available for this year.$1.86$0.29$1.57$3.39$3.12$0.26
2013Detailed filing. Detailed filing data is available for this year.$1.57$0.26$1.31$3.28$3.10$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.39$0.25$1.14$2.89
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.38$0.23$1.15$2.99